Franklin Van Beckum is a financial advisor at Edward Jones in Edmond, OK, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Shearer Supply from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brock Hunter is a financial advisor with Primerica Advisors in Warr Acres, OK, holding Series 65 and Series 63 licenses and having six years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he is involved as a Care Partner with SendaRide, a non-emergency medical transportation service. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed accounts, supported by third-party custodians and overlay managers.

Dillon Freie is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2016. He is involved with the Athletic Supporters Foundation in Oklahoma City, assisting with scheduling, coaching support, and related administrative duties. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

Derek Howell is a financial advisor at Edward Jones in Oklahoma City, OK, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Graves is a CFP® and Series 66-registered financial advisor with Edward Jones, based in El Reno, OK. He has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Abel is a financial advisor with Edward Jones in Oklahoma City, OK, holding a Series 66 designation and 26 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Smith is a financial advisor with Mass Mutual Investors Services in Oklahoma City, OK. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at MassMutual Life Insurance Co, Bluecrest Financial Alliances, and involvement with Smith Farm & Garden and Splitsville Luxury Lanes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-focused planning engagements supported by firm-approved software tools.

Micah Thomason is a financial advisor with Primerica Advisors in Warr Acres, OK, holding Series 63 and Series 65 licenses and having three years of industry experience. His work history includes roles at Primerica Financial Services since 2004 and other positions in retail and wholesale sectors. He is involved in sales of investment-related products and also receives compensation for referrals related to home security and automation services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure.

Michael Jewell is a CFP® professional with six years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His background includes roles at Cambridge Investment Research, BleuChip Solutions, Higginbotham Insurance, Royal Alliance Associates, and SII. Jewell also conducts independent insurance agency work and operates under the Adaptation Financial trade name in his advisory capacity. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing proprietary and third-party model strategies and a variety of custody platforms.

Heather Candler is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers structured planning processes supported by firm-approved tools and methodologies.

Melissa Hines is a financial advisor at Stifel with 21 years of industry experience. She holds the Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2022, following six years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Blake Brown is a financial advisor at Edward Jones in Oklahoma City, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he was involved in the restaurant and food service industry through several business ventures, including Blake Brown Restaurant Group LLC and D Squared Foods, LLC. Outside of advisory work, he has engaged in restaurant food preparation and customer service roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and is known for its extensive retail advisor network and affiliated financial services.

Alysha Dailey is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and bringing nine years of industry experience. She has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing at Ameriprise Financial Services, LLC since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Joshua Cain is a CFP® professional with eight years of industry experience and currently works at Edward Jones in Edmond, OK. Prior to joining Edward Jones in 2017, he served in the United States Marine Corps from 2013 to 2017. Outside of his advisory role, Cain serves as a board member and treasurer for the Piedmont Area Veterans Association and participates as a board member of the Piedmont Public Schools Education Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Fink is a financial advisor with Wells Fargo Clearing in Oklahoma City, holding Series 65 and Series 63 credentials and 33 years of industry experience. His prior work includes roles at American Alliance Insurance Services Inc and Allstate Insurance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Heather Winslow is a financial advisor with UBS Financial Services in Oklahoma City, holding Series 63 and Series 66 licenses and 25 years of industry experience. Her previous roles include positions at Morgan Stanley and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial plans using proprietary research and model-based asset allocations.

Joshua Bakare is a financial advisor with Ameriprise in Oklahoma City, OK, holding a Series 66 designation. He has been with Ameriprise since 2026 and has a diverse background including roles in education and healthcare, notably working with Caring Hearts Hospice Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Connie Nader is a financial advisor at Edward Jones with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 advisors across the United States.

Ashton Bray is a Financial Consultant currently working at Fidelity Investments since 2023. Prior to this role, Ashton served as an Investment Consultant at Fidelity Investments from 2021 to 2023 and as a Financial Advisor at Edward Jones from 2018 to 2021. Before transitioning into financial advisory roles, Ashton worked as an Accountant at Pat Filinto CPA ESQ from 2015 to 2018. In their role as a Financial Consultant, Ashton partners with clients to understand their short and long-term goals and to develop customized financial plans tailored to the unique needs of each client and their family. Building strong relationships with clients and maintaining open lines of communication are central to their approach. Outside of their professional responsibilities, Ashton enjoys golf and traveling.

Jeffrey Diamond is a financial advisor with Mass Mutual Investors Services in Oklahoma City, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at SWS Financial Services, Momentum Independent Network, and Hilltop SEC for 28 years, and has owned Harry H Diamond Incorporated for 30 years. Outside of his advisory work, he is involved in athletic training through ownership of PCTC LLC and has roles related to oil and gas mineral interests. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm offers a range of services including educational seminars, event-driven planning programs, and new offerings such as Divorce Planning.